October 11, 2015

Oil & Gas Stocks are back for 2015

Should you invest in oil & gas stocks again? Is this only a dead cat bounce? During week 41, 2015, top stock market industries are Oil & Gas Drilling & Exploration.

Top Stock Industries

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of 3.13%. NASDAQ Composite has a weekly return of 2.61%. Dow Jones Industrials Average has a weekly return of 3.75%. The small cap (Russell 2000) has a return of 4.61%.

Stock market highlights for week 41 are:
  • US stock market has its best week of 2015
  • China stocks jump for the week.
  • World stock markets extend gains.
  • Dell offers to use VMWare to help pay for EMC deal.
  • Global growth is still concerning.
  • Oil market is going higher for now.
Oil & Gas Stocks are back for 2015

Top 25 stock industries in week 41, 2015 (October 5, 2015 to October 11, 2015) are:

No.NamePerf WeekPerf MonthPerf Year
1Synthetics20.59%-10.03%-42.90%
2Building Materials Wholesale16.84%5.53%29.36%
3Oil & Gas Drilling & Exploration15.96%11.41%-53.35%
4Copper15.39%11.76%-29.70%
5Industrial Metals & Minerals14.85%9.56%-29.63%
6Steel & Iron13.54%-0.11%-35.92%
7Semiconductor- Memory Chips12.95%4.20%-37.26%
8Silver12.40%26.68%-23.24%
9Internet Service Providers11.71%3.23%-58.48%
10Diversified Computer Systems11.71%6.19%-13.32%
11Heavy Construction11.57%4.95%-12.80%
12Gold11.13%21.61%-27.79%
13Independent Oil & Gas10.86%11.12%-27.18%
14Data Storage Devices10.28%10.20%-8.62%
15Office Supplies10.21%13.66%29.04%
16Oil & Gas Equipment & Services10.01%5.00%-24.89%
17Industrial Equipment & Components9.60%3.24%-1.75%
18Nonmetallic Mineral Mining9.60%0.65%-38.63%
19Consumer Services9.46%10.74%-26.65%
20Technical Services9.43%7.65%-10.52%
21Major Integrated Oil & Gas9.33%10.13%-21.22%
22Pollution & Treatment Controls9.18%-0.01%-15.96%
23General Contractors9.09%5.26%-6.30%
24Farm & Construction Machinery8.91%-0.80%-14.31%
25Rental & Leasing Services8.76%5.56%-0.76%

Best Stocks Return

Looking into best weekly stocks can provide an insight what stock market will bring for the next session. Retail or institutional investors may want to rotate to this sector to avoid bad returns. Can growth stocks finally make the comeback? Will value stocks continue to be the winner? Some great sectors in 2015 are drug, health care, grocery, consumer, etc.

Top 20 Oil & Gas Drilling & Exploration stocks in 2015 are:

No.CompanyTickerPerf WeekPerf QuartPerf YTD
1Penn West Petroleum Ltd.PWE101.67%-18.71%-40.41%
2Pioneer Energy Services Corp.PES50.91%-27.98%-40.07%
3Unit CorporationUNT42.62%-27.36%-47.60%
4Pacific Drilling S.A.PACD40.00%-37.31%-63.79%
5Halcon Resources CorporationHK34.72%-14.16%-45.51%
6Whiting Petroleum Corp.WLL32.88%-23.94%-32.03%
7SandRidge Energy, Inc.SD30.56%-31.88%-74.18%
8Breitburn Energy Partners LPBBEP30.13%-24.28%-55.68%
9Enerplus CorporationERF26.20%-20.40%-30.75%
10Pengrowth Energy CorporationPGH26.09%-46.43%-60.44%
11Independence Contract Drilling, Inc.ICD25.98%-15.58%23.56%
12SeaDrill LimitedSDRL25.53%-21.30%-35.34%
13Transocean Ltd.RIG25.22%15.26%-5.57%
14North Atlantic Drilling LimitedNADL25.00%-16.67%-38.65%
15W&T Offshore Inc.WTI23.79%-22.96%-51.09%
16Nabors Industries Ltd.NBR23.38%-9.21%-6.38%
17Helmerich & Payne, Inc.HP22.28%-5.97%-7.83%
18Petroleo Brasileiro S.A. - PetrobrasPBR22.20%-33.37%-22.33%
19Bill Barrett Corp.BBG21.60%-34.17%-56.01%
20Magnum Hunter Resources Corp.MHR21.39%-59.26%-81.06%
The 20 Industrial Metals & Minerals stocks in 2015 are:

No.CompanyTickerPerf WeekPerf MonthPerf YTD
1Horsehead Holding Corp.ZINC124.90%-21.62%-65.19%
2Teck Resources LimitedTCK46.27%11.18%-44.74%
3HudBay Minerals, Inc.HBM39.05%12.93%-35.60%
4Peabody Energy CorporationBTU35.01%-8.28%-78.88%
5Denison Mines Corp.DNN32.99%12.05%-43.52%
6Northern Dynasty Minerals Ltd.NAK30.06%2.19%4.68%
7Thompson Creek Metals Company Inc.TC29.80%-1.53%-65.80%
8Platinum Group Metals Ltd.PLG27.16%12.04%-37.30%
9Compania de Minas Buenaventura S.A.ABVN24.88%29.36%-17.05%
10Taseko Mines Ltd.TGB24.38%3.65%-45.66%
11United States Antimony Corp.UAMY24.24%-19.61%-41.43%
12U.S. Silica Holdings, Inc.SLCA24.05%-5.65%-29.12%
13Vale S.A.VALE22.32%5.59%-30.82%
14Arch Coal Inc.ACI21.78%5.99%-76.12%
15Fairmount Santrol Holdings Inc.FMSA21.57%-35.01%-55.20%
16Polymet Mining Corp.PLM19.70%-11.24%-24.76%
17Hi-Crush Partners LPHCLP19.31%-30.67%-68.92%
18Cliffs Natural Resources Inc.CLF19.14%-24.88%-57.28%
19Cloud Peak Energy Inc.CLD18.86%7.40%-63.62%
20Avino Silver & Gold Mines Ltd.ASM18.38%17.57%-9.52%

October 9, 2015

Top 9 Emerging Markets Bond ETFs in 2015: Part 2

Find part 2 of top 9 emerging markets bond ETFs in 2015. These exchange traded funds utilizes its assets to invest in lower quality bonds issued by emerging markets government or corporation.

Best Emerging Markets Bond Funds

Emerging markets bond funds invest primarily in debts issued by emerging markets countries such as China, Brazil, India, Russia, Indonesia, and other developed countries. These fixed income funds also provide high yield income for investors.

These top performer ETFs are sorted based on its year to date returns (up to October 1, 2015). You can find the best exchange traded fund review from this article. Other fund information can be found below such as expense ratio, Morningstar rating, fund’s NAV, yield, etc. Find part 1 article of 9 best emerging markets bond ETFs in 2015.

Top 9 emerging markets bond ETFs in 2015 are:
    Top 9 Emerging Markets Bond ETFs in 2015: Part 2
  1. Market Vectors Emerging Markets High Yield Bond ETF (HYEM)
  2. iShares Emerging Markets High Yield Bond Fund (EMHY)
  3. SPDR BofA Merrill Lynch Emerging Markets Corporate Bond ETF (EMCD)
  4. Vanguard Emerging Markets Government Bond ETF (VWOB)
  5. WisdomTree Emerging Markets Corporate Bond Fund (EMCB)
  6. Market Vectors ChinaAMC China Bond ETF (CBON)
  7. iShares Emerging Markets Corporate Bond Fund (CEMB)
  8. iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)

October 7, 2015

9 Best Emerging Markets Bond ETFs in 2015

Find 9 best emerging market bond ETFs in 2015. These exchange traded funds are investing mainly in lower quality bonds issued by emerging markets government or corporation.

Top Emerging Market Funds

Emerging markets bond funds invest mainly in debts issued by emerging markets countries such as China, Brazil, India, Russia, etc. These bond funds may invest in corporate and government debts. These funds also provide high yield income for investors.

These top performer ETFs are sorted based on its year to date returns (up to October 1, 2015). You can find the best exchange traded fund review from this article. Other fund information can be found below such as expense ratio, Morningstar rating, fund’s NAV, fund’s holdings, yield, etc.

9 Best Emerging Markets Bond ETFs in 2015The 9 best emerging markets bond ETFs in 2015 are:
  1. Market Vectors Emerging Markets High Yield Bond ETF (HYEM)
  2. iShares Emerging Markets High Yield Bond Fund (EMHY)
  3. SPDR BofA Merrill Lynch Emerging Markets Corporate Bond ETF (EMCD)
  4. Vanguard Emerging Markets Government Bond ETF (VWOB)
  5. WisdomTree Emerging Markets Corporate Bond Fund (EMCB)
  6. Market Vectors ChinaAMC China Bond ETF (CBON)
  7. iShares Emerging Markets Corporate Bond Fund (CEMB)

October 5, 2015

Vanguard’s Best 401k Funds: Part 2

This post is part 2 of Vanguard’s best 401k funds article. The top funds are Vanguard 500 Index Fund, Vanguard Wellington Fund, etc.

Top Vanguard Funds

Vanguard Group is a popular asset management firm. It manages more than $3 trillion of investment assets. As one of the largest players in 401(k) plans, Vanguard has lot of high rated mutual funds for your 401k account.

As described in my part 1 article, these best Vanguard’s mutual funds for your retirement account are selected based on its management, popularity & performance for the past decade. Some of these funds are ranked among the best in their category. They are also being recognized by popular financial magazine such as US News, Barron, Forbes, Morningstar, etc.

Vanguard’s best 401k funds are:
    Vanguard’s Best 401k Funds: Part 2
  1. Vanguard PrimeCap Fund (VPMCX)
  2. Vanguard Balanced Index Fund (VBINX)
  3. Vanguard Total International Stock Index Fund (VGTSX)
  4. Vanguard Total Bond Market Index Fund (VBMFX)
  5. Vanguard 500 Index Fund (VFINX)
  6. Vanguard Wellington Fund (VWELX)

October 3, 2015

Vanguard’s Best 401k Funds

Vanguard Group is a popular asset management firm. It manages more than $3 trillion of investment assets. As one of the largest players in 401(k) plans, Vanguard has lot of high rated mutual funds for your 401k account.

Top Mutual Funds

Most Vanguard retirement plan products are index funds. The funds are passively managed and tracking its indices such as S&P 500 index, bond index, etc. Vanguard also provides many actively managed funds; you can find some the best active mutual funds in this list as well.

Like all Vanguard funds, these actively managed funds carry extraordinarily low expense ratios. Low fees aside, we wondered how good these funds really are, so we analyzed them.

Vanguard’s best 401k funds are:
    Vanguard’s Best 401k Funds
  1. Vanguard PrimeCap Fund (VPMCX)
  2. Vanguard Balanced Index Fund (VBINX)
  3. Vanguard Total International Stock Index Fund (VGTSX)
  4. Vanguard Total Bond Market Index Fund (VBMFX)
  5. Vanguard 500 Index Fund (VFINX)
  6. Vanguard Wellington Fund (VWELX)

October 1, 2015

SPDR Financial Select Sector Fund (XLF)

SPDR Financial Select Sector Fund (XLF) is a financial sector exchange traded fund. It invests in financial companies.

This SPDR fund objective is to track the performance of publicly traded equity securities of companies in the Financial Select Sector Index. The index includes companies from the following industries: diversified financial services; insurance; commercial banks; capital markets; REITs; consumer finance; thrifts & mortgage finance; and real estate management & development.

XLF Fund Details

    SPDR Financial Select Sector Fund (XLF)
  • Fund Inception Date: 12/16/1998
  • Ticker Symbol: XLF
  • CUSIP: 81369Y605
  • Rank in category (2015): 81%
  • Category: Financial
  • Yield: 1.64%
  • Capital Gains: -
  • Expense Ratio: 0.14%
  • Total Assets: $ 22.30 billion
  • Annual Turnover Rate: 4.59%
updated on May 2017

This SPDR Financial Select Sector Fund has a low expense fee of 0.15%. The current yield is 1.66%. The portfolio turnover rate is 4.59%. This ETF is popular among investors.

September 29, 2015

Top 10 MultiSector Bond Closed End Funds for 2016: Part 3

This is part 3 of top 10 multisector bond closed end funds for 2016 article. The top funds are TCW Strategic Income Fund (TSI), AGIC Convertible & Income Fund (NCV), etc.

Best Fixed Income Funds

As discussed before, multisector bond funds are part of taxable bond fund category. These investment funds invest in various fixed-income sectors. Some may invest in dividend producing stocks. These funds use its assets to purchase US Treasuries, U.S. corporate bonds, foreign bonds, and high-yield bonds. These closed end funds have high yield for income.

Whether you should invest in these top performing multisector bond closed end funds, you need to do details research. You can buy these CEF funds using your brokerage for your investment account, retirement account, etc.

These close end funds are managed actively by the fund manager(s). Find the fund review below. The funds are sorted based on its net asset value returns for the past 3 years (up to September 6, 2015). Interested in part 1 and part 2 of this article; please check top 10 multisector bond closed end funds for 2016 articles.
Top 10 MultiSector bond closed end funds for 2016 are:
    Top 10 MultiSector Bond Closed End Funds for 2016: Part 3
  1. PIMCO Dynamic Income Fund (PDI)
  2. PIMCO Global StocksPLUS & Income Fund (PGP)
  3. PIMCO High Income Fund (PHK)
  4. PIMCO Income Strategy Fund II (PFN)
  5. PIMCO Income Opportunity (PKO)
  6. PIMCO Income Strategy Fund (PFL)
  7. Doubleline Opportunistic Credit Fund (DBL)
  8. TCW Strategic Income Fund (TSI)

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